Skye (SKYE) — NIMACIMAB Misses But Likely Underdosed

BIOINVEST BREAKING NEWS – Skye (SKYE) – On a negative note, Nimacimab’s Phase II study missed its primary endpoint, with a much lower/negligible effect on weight loss at Week 26 (-1.26%, n.s.) than expected. The monotherapy trial failure was attributed to (…more)

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Celldex (CLDX) — EoE Misses But MC Efficacy Still The Best & Safety Profile Intact — BUY

BIOINVEST BREAKING NEWS – Celldex (CLDX) — The Phase II study with barzolvolimab for eosinophilic esophagitis (EoE) met the primary endpoint of a statistically significant drop in mucosal mast cells (MC). However, the strong MC efficacy did not translate into a clinical benefit. (…more)

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Viking Therapeutics (VKTX) – Phase II VENTURE Oral VK2735 Delivers Great Efficacy

BIOINVEST BREAKING NEWS – Viking (VKTX) – VKTX reported topline data from Phase II VENTURE-Oral VK2735 this morning with strong dose-dependent efficacy but a slightly higher GI side effect profile (albeit a higher placebo GI rate, too). We believe the compound’s competitiveness (…more)

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Viking Therapeutics (VKTX) – Two Big Catalysts — VKTX Inks Manufacturing Deal, Roche Pays $1.4 Billion ($5.3 Billion with Milestones) for 50% of Zealand Phase II Amylin Obesity Drug

BIOINVEST BREAKING NEWS – Viking (VKTX) – Yesterday VKTX has checked off another important box in its obesity drug competitiveness by securing production capacity for their second generation GLP drug, VK2735. The Company will prepay leading global contract manufacturer CordenPharma (…more)

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Viking Therapeutics (VKTX) – VKTX Selloff Overdone, Merck/Hansoh Pre-clinical GLP-1 Pill No Real Threat

BIOINVEST BREAKING NEWS – Viking (VKTX) – Merck will pay the Chinese company Hansoh $112 million up front to develop, manufacture and commercialize HS-10535, a pre-clinical pill that targets GLP-1. Hansoh is also eligible to receive up to $1.9 billion in milestone payments as well as royalties on sales.. (…more)

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